+1.6%
EQH vs ADVB
-14.7%
+16.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -7.5% | +8.9% | +1.4% |
| 7D | +0.7% | -12.3% | +13.0% | +0.8% |
| 30D | +2.8% | +7.8% | -4.9% | +2.8% |
| 3M | +23.1% | +104.2% | -81.2% | +21.4% |
| 6M | +41.4% | +58.1% | -16.7% | +40.1% |
| YTD | +14.3% | +40.2% | -26.0% | +13.9% |
| 1Y | +1.6% | -16.1% | +17.7% | +0.9% |
| All | +1.6% | -14.7% | +16.3% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ADVB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling